DOSSIER · 13F-HR · Q2 2026

CALIBER WEALTH MANAGEMENT, LLC / KS

$1.0B in tracked AUM across 340 positions as of Q2 2026.

CW
CIK 0002067120 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
340
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CALIBER WEALTH MANAGEMENT, LLC / KS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$163M217K15.7%
02
AVUS
AMERICAN CENTY ETF TR
$81M629K7.8%
03
IJH
ISHARES TR
$35M455K3.4%
04
IWF
ISHARES TR
$34M271K3.3%
05
AGG
ISHARES TR
$31M309K3.0%
06
VTI
VANGUARD INDEX FDS
$29M78K2.8%
07
AVDE
AMERICAN CENTY ETF TR
$24M273K2.3%
08
VOO
VANGUARD INDEX FDS
$24M34K2.3%
09
IJR
ISHARES TR
$22M149K2.1%
10
AVEM
AMERICAN CENTY ETF TR
$21M222K2.1%

Filing history

2026Q2Jun 30
$1.0B 13.3%
340 positionsView →
2026Q1Mar 31
$914M 1.7%
270 positionsView →
2025Q4Dec 31
$929M 3.6%
260 positionsView →
2025Q3Sep 30
$897M 3.6%
250 positionsView →
2025Q2Jun 30
$930M 305.9%
282 positionsLocked
2025Q1Mar 31
$229M
124 positionsLocked